BLACKSUMMIT FINANCIAL GROUP, INC.

RIASEC Registered

Total AUM

$98.2M

Discretionary

$39.2M

40% of AUM

Avg account

$1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 153886
Website: blacksummitfg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Other60.09%
HNWI29.75%
Individuals6.01%
Charitable Organizations3.47%
Corporations / Businesses0.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blacksummit Financial Group, Inc. is an independent registered investment adviser owned by an individual and focused on serving individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and other business or institutional clients, and supplements advisory work with publications and educational seminars or workshops. Its pricing is multi-faceted — percentage-of-AUM billing alongside hourly and fixed fees, with some arrangements that include performance-based fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.